- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities:** + Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and ... prepare and follow-up with FAs/SAs in relation to BC branch visits. Create client proposals. + Build relationships and...reviews, and call reports. + In conjunction with Banking Consultant , conduct regular team meetings with Cash, SBL and… more
- NBT Bank (Portland, ME)
- …investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. ... makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment… more
- Wells Fargo (Allentown, PA)
- …+ Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees ... outlined in the job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the… more
- TIAA (Chicago, IL)
- …+ Partners with Advisor Consultant (s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and ... geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales...Together, we are fighting to ensure a more secure financial future for all and for generations to come.… more
- US Bank (Tempe, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and… more
- US Bank (Shawnee, KS)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 3** **Basic ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …programs. **Essential Duties and Responsibilities** + Coach and mentor experienced and new financial advisors, branch associates, and branch managers + ... events/workshops, and advisor consultations + Primary focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing (client acquisition… more
- US Bank (Rocklin, CA)
- …opening accounts, providing digital banking solutions, and opening and/or closing the branch . In addition to the Client Relationship Consultant duties, Premier ... investment sales are made by the Premier Client Relationship Consultant . Premier Client Relationship Consultants must actively maintain FINRA registrations to… more
- PNC (TX)
- … Consultant (ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You ... to the company's success. As a Licensed Investment Services Consultant within PNC Wealth Management, you can be located...will be aligned with branch partners from your assigned offices who refer clients… more
- MSC Industrial Supply Co. (Charlotte, NC)
- …to management for continuous process improvement. + Represents MSC Solutions at branch meetings and fosters partnerships with sales associates. + Supports ... interpersonal skills and with limited supervision, the Inventory Management Solution Consultant s (IMSC) primary role is enabling explosive revenue growth through… more